PERMISSIONS REQUIRED: Clinic Staff must have Administrator, Billing Assistant, Billing Manager, Clinical Director, Front Office, Operations Manager, PTA, Staff Therapist, or Therapy Student assigned in order to manage some of the features in Charges & Documentation.
We understand that managing all of your cases is a critical function of any practice. We have created this platform to not only be easy to use, but also allow any therapist to be able to sit down and with very little instruction be able to complete an evaluation or a daily note. We have designed the actual documentation to be as customizable as possible. This series of introductory articles will cover the essential aspects of the Charges & Documentation.
Documentation Panel
The documentation panel is identical to the Attachments tab of a patient’s Case. For a selected Class, all documents will be displayed. As with any grid, this information can be filtered and sorted; you also have access to the Field Chooser, for column selection.
Right-clicking on the panel results in the following menu:
Documentation Panel Menu
| Edit | Opens the currently selected form. |
| Open Unsigned Clone | Creates a new unsigned version of the currently selected form. |
| Add Form - New Form | Adds a new form to the current visit. |
| Add Form - New Form Flow Forward | Adds a new form to the current visit, flowing forward from the currently selected form. |
| Add Form - New Form Flow Forward to Same | Adds a new form of the same type to the current visit, flowing forward from the currently selected form. |
| Add Document | Attaches a document from your computer to the Attachments list within a patient’s case. |
| Scan Image | Allows an image to be scanned into the Attachments list within a patient’s case. |
| Retrieve for Edit | Opens the form to enable editing. |
| Retrieve to File | Saves the form as a file to your computer. |
| | Prints the currently selected form. |
| Delete | Deletes the currently selected form. |